See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,569 | $86,286-73.8% | $111,297-79.7% | $85,850-73.7% |
| Participation rate | 69.4% | 73.3%-3.9pp | 77.3%-7.9pp | 69.3%+0.1pp |
| Annual return | 14.42% | 19.99%-5.6pp | 54.65%-40.2pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,559 | $2,043-23.7% | $2,731-42.9% | $2,565-39.2% |
| Participant deferral / active EE | $2,142 | $3,641-41.2% | $4,487-52.3% | $3,952-45.8% |
| Admin fee / account holder | $2,077 | $8,188-74.6% | $7,964-73.9% | $6,260-66.8% |